Role Overview for Head of Private Equity Operations with a Fund Administrator – Dallas, TX
JRG Partners is proud to partner with a premier, technology-driven global fund administrator in their search for a dynamic and visionary Head of Private Equity Operations. This is a critical leadership position based in their thriving Dallas, TX office, designed for a seasoned professional with a deep understanding of the private equity landscape and a passion for operational excellence.
The successful candidate will assume ultimate responsibility for the entire private equity fund administration service delivery for a portfolio of sophisticated clients. You will be instrumental in shaping the future of the department, driving strategic initiatives, mentoring a high-caliber team, and ensuring the delivery of best-in-class client service.
This role is more than just an operational oversight position; it is a strategic leadership opportunity. You will be a key member of the senior management team, contributing to the overall business strategy and growth of the Dallas office and the firm’s global private equity practice. You will be tasked with building scalable processes, implementing cutting-edge technologies, and fostering a culture of continuous improvement, accuracy, and client-centricity.
We are seeking a leader who can not only manage the complexities of day-to-day operations but also anticipate industry trends, navigate regulatory changes, and position the firm for sustained success in a competitive market. If you are an ambitious and experienced private equity operations expert looking to make a significant impact within a growing and respected organization, this is an unparalleled opportunity.
Key Responsibilities of Head of Private Equity Operations with a Fund Administrator – Dallas, TX
Strategic Leadership & Team Management
- Provide strong, inspirational leadership to a multi-layered team of private equity accounting and operations professionals, including Directors, Managers, and Supervisors.
- Foster a collaborative, high-performance culture that emphasizes quality, accountability, and professional development.
- Develop and execute a strategic vision for the Private Equity Operations department, aligning departmental goals with the firm’s overall business objectives.
- Oversee all aspects of talent management, including recruitment, hiring, onboarding, training, performance evaluations, and succession planning.
- Act as a mentor and coach, guiding team members in their career progression and development of technical and soft skills.
- Manage departmental budget, resource allocation, and capacity planning to ensure optimal efficiency and service delivery.
Operational Excellence & Fund Administration
- Oversee the end-to-end fund administration lifecycle for a diverse portfolio of private equity funds, including buyout, venture capital, real estate, and debt funds.
- Ensure the timely and accurate delivery of all client services, including NAV calculation, financial statement preparation (quarterly and annually), and capital account maintenance.
- Supervise the processing of all fund transactions, including complex capital calls, distributions, and waterfall calculations, ensuring adherence to the Limited Partnership Agreements (LPAs).
- Drive the implementation of best practices, process improvements, and technology solutions (such as AI and automation) to enhance efficiency, accuracy, and scalability.
- Serve as the primary subject matter expert on complex accounting and operational issues, providing guidance to both internal teams and clients.
- Manage relationships with third-party vendors, including auditors, tax advisors, and technology providers, to ensure seamless service integration.
Client Relationship Management & Growth
- Serve as the senior executive relationship manager for key private equity clients, acting as a trusted advisor and strategic partner.
- Proactively manage client satisfaction and retention, acting as a senior escalation point for resolving complex client issues.
- Lead due diligence and onboarding processes for new clients, ensuring a smooth and professional transition of services.
- Partner with the business development and sales teams by participating in finals presentations, demonstrating the firm’s operational capabilities and expertise to prospective clients.
- Identify opportunities for expanding service offerings to existing clients and contribute to the overall growth of the firm’s private equity business line.
Regulatory Compliance & Risk Management
- Ensure all fund administration activities are conducted in strict compliance with relevant accounting standards (e.g., US GAAP, IFRS) and legal/regulatory requirements.
- Maintain a deep understanding of the regulatory frameworks governing private funds and ensure the firm’s policies and procedures are up-to-date.
- Develop and maintain a robust internal control environment to mitigate operational risks, prevent errors, and ensure data integrity.
- Oversee the coordination of annual fund audits and tax reporting processes, working closely with client-appointed audit and tax firms.
Requirements for the Head of Private Equity Operations with a Fund Administrator – Dallas, TX
Core Experience & Qualifications
- A minimum of 15+ years of progressive experience in accounting or operations within the alternative investment industry.
- At least 10 years of direct experience in private equity fund administration or as a Controller/CFO at a private equity firm.
- A minimum of 7-10 years of proven experience in a senior leadership role, with a demonstrable track record of managing and developing large, high-performing teams.
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- An active CPA license is strongly preferred. An MBA or other advanced degree is a significant plus.
Technical Expertise & Skills
- Expert-level knowledge of private equity fund structures, including partnership accounting, capital transactions, and complex waterfall distribution models.
- Comprehensive understanding of US GAAP for investment companies (ASC 946). IFRS knowledge is beneficial.
- Deep familiarity with Limited Partnership Agreements (LPAs) and the ability to interpret and implement their specific terms.
- Proficiency with major fund accounting software platforms (e.g., Investran, eFront, Allvue) is essential.
- Advanced proficiency in Microsoft Excel and other MS Office applications.
Leadership & Personal Attributes
- Exceptional leadership and people management skills with the ability to motivate, influence, and develop teams at all levels.
- Superior client service and relationship management skills, with the ability to communicate effectively with senior-level executives.
- Strategic mindset with the ability to think critically, solve complex problems, and drive business initiatives forward.
- Impeccable attention to detail and a commitment to delivering high-quality, accurate work in a fast-paced environment.
- Excellent verbal and written communication skills, with the ability to articulate complex concepts clearly and concisely.
- A proactive, self-motivated individual with a strong sense of ownership and integrity.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a highly competitive and comprehensive benefits package designed to support your professional and personal well-being. This includes:
Competitive Compensation
A highly attractive base salary, annual performance-based bonus, and potential for long-term incentives.
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance plans for you and your dependents, along with a Health Savings Account (HSA) with employer contributions.
Retirement Planning
A robust 401(k) plan with a generous company match to help you plan for your future.
Work-Life Balance
A generous Paid Time Off (PTO) policy, paid company holidays, and flexible work arrangements.
Family Support
Paid parental leave for new parents and family care resources.
Professional Development
A significant budget for continuous learning, including support for certifications (CPA), industry conferences, and advanced education.
Modern Workplace
A state-of-the-art office environment in a prime Dallas location, designed for collaboration and productivity.
Additional Perks
Wellness programs, employee assistance program (EAP), commuter benefits, and company-sponsored social events.
How to Apply
If you are a results-driven leader with the experience and passion to lead a world-class private equity operations team, we encourage you to apply for this exciting opportunity. JRG Partners specializes in connecting top-tier talent with leading firms in the financial services industry. To be considered, please submit your resume and a cover letter outlining your qualifications and interest in the role. Qualified candidates can apply directly through the JRG Partners’ Accounting & Finance practice area page. We look forward to reviewing your application.
